资生堂集团Shiseido（4911.T）2024年半年度财报「TSE」（英文版）（27页）.pdf

1、 Shiseido Company,Limited 2024 First Half Results(January-June)August 7,2024 Support Japan 050.5212.7790 North America 1.800.674.8375 Tollfree 0120.966.744 Email Support 1 Event Summary Company Name Shiseido Company,Limited Company ID 4911-QCODE Event Language JPN Event Type Earnings Announcement Ev

2、ent Name 2024 First Half Results(January-June)Fiscal Period FY2024 Q2 Date August 7,2024 Time 17:40 18:43(Total:63 minutes,Presentation:27 minutes,Q&A:36 minutes)Venue Webcast Number of Speakers 4 Kentaro Fujiwara President and COO Ayako Hirofuji Chief Financial Officer Toshinobu Umetsu China Region

3、 CEO Yuki Oshima Vice President,Investor Relations Department Support Japan 050.5212.7790 North America 1.800.674.8375 Tollfree 0120.966.744 Email Support 2 Presentation Hirofuji:Now,I would like to explain the results for H1 of 2024.Please take a look at page three.First,H1 2024 results.The consoli

4、dated net sales for like-for-like basis,excluding the impact of foreign exchange and business transfers,were down 4%in three months from April to June and down 1%in H1.In Japan local,sales continued to grow strongly led by core brands,thanks to tactical investments through selection and concentratio

5、n.Similarly,in EMEA,strategic investment in focus areas have helped to maintain strong growth in both skincare and fragrances.On the other hand,in the Travel Retail and China,weakening Chinese consumer sentiment and changes in their purchasing behavior were seen as risks in Q1 which became apparent,

6、posting a deeper-than-expected negative results.In the Americas,sales decreased due to lower shipping volumes due to a temporary production decline.Core operating profit was JPY19.3 billion,a decrease of JPY8.8 billion YoY due to the significant impact of lower profit from Travel Retail,although the